Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
Politics
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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
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Morningstar: Will Labour make the UK more attractive to asset allocators?
The UK has been out of favour for quite some time, but Michael Born says Labour is making investors more optimistic
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The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
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Will politics damage your wealth in 2024?
With half the world heading to the poles and eager for political change, Ravenscroft’s David Le Cornu explores whether investors should be worried
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Storm warning as money pours out of UK equities
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector
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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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FTSE 100 and sterling rally as Boris Johnson resigns
But UK to endure a ‘lengthy period of uncertainty’ until new Tory leader chosen
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Tech giants among the biggest losers as Democrats win a majority in the US Senate
Georgia result set to result in $600bn extra in near-term fiscal stimulus
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Fund picks 2021: How DFMs are playing a Joe Biden presidency
The Democratic candidate officially received his 306 electoral college votes on Monday
